Resumes
Resumes
Co-Office Manager, Financial Services
View pagePosition:
Co-Office Manager at Caprice Mallett, CFP
Location:
Phoenix, Arizona
Industry:
Financial Services
Work:
Caprice Mallett, CFP - 2701 E. Camelback Rd., Suite 170A, Phoenix, AZ 85016 since Sep 2012
Co-Office Manager
ICA Financial Services - Glendale, AZ Mar 2007 - Oct 2012
Registered Representative
Lebenthal & Co. Oct 1979 - Dec 1998
Registered Representative
Lebenthal & Co. - New York, NY Oct 1979 - Nov 1998
Registered Representative
Co-Office Manager
ICA Financial Services - Glendale, AZ Mar 2007 - Oct 2012
Registered Representative
Lebenthal & Co. Oct 1979 - Dec 1998
Registered Representative
Lebenthal & Co. - New York, NY Oct 1979 - Nov 1998
Registered Representative
Education:
Colgate University, Hamilton, NY 1975 - 1977
B.A., Political science; French U.S. Military Academy, West Point, NY 1971 - 1975
B.A., Political science; French U.S. Military Academy, West Point, NY 1971 - 1975
Skills:
Income tax brackets and compounding tax-free income.
Interests:
online editing, writing
Honor & Awards:
John A. Nuveen & Co. Board of Advisors (1996 & '97) - earned by sales merit, National Suburban Editors Award - Best Sportswriting (2003), Harvard Club of Rochester, NY - Harvard Book Award (1970), one of eight in the USMA Class of 1975 to earn multiple varsity athletic letters in more than one sport; quarterbacked NCAA national championship lightweight football team (1974).
Todd Clemens
View pageLocation:
United States